鍛ㄤ竴锛屾境澶у埄浜為嫲鑲′笂婕�锛屽洜甯傚牬鐚滄脯涓湅闆绘睜鍒堕�犲晢瀵у痉鏅備唬(CATL)宸查棞(gu膩n)闁夊叾鍦ㄤ腑鍦嬬殑灏栧辰绐╃う锛岃┎绀︾敓鐢�(ch菐n)鐢ㄤ簬闆诲嫊姹借粖闆绘睜鐨勯嫲鏉愭枡銆�
婢冲ぇ鍒╀簽鏈�澶х殑绱旈嫲绀﹀晢Pilbara Minerals鑲″児涓婃疾4.9%锛孡iontown Resources鑲″児涓婃疾7.7%锛屾境澶у埄浜炶硣婧愰鑲℃櫘閬嶆▊瑙�銆�
灏栧辰绐╃敓鐢�(ch菐n)閶颁簯鐭�锛岄�欐槸涓�绋珮鎴愭湰鐨勯嫲銆�
瀵у痉鏅備唬娌掓湁绔嬪嵆鍥炴噳(y墨ng)璺�忕殑缃⿻璜嬫眰銆�
Barrenjoey鍛ㄤ簲琛ㄧず锛�"瀵у痉鏅備唬椤劧涓嶆効绻肩簩(x霉)浠ヤ綆浜�9.5钀厓/鍣�(绱�1.3钀編鍏�/鍣�)鐨勫児鏍肩敓鐢�(ch菐n)纰抽吀閶�銆�"
瑭插叕鍙歌锛岃┎绀﹀皣鎻愪緵鍏ㄧ悆渚涙噳(y墨ng)閲忕殑3%锛�2024骞村皣浣垮競鍫村緸1%鐨勯亷鍓╄畩鎴�2%鐨勭煭缂猴紝鍗崇磩20,000鍙�銆�
鍛ㄤ竴鍦ㄦ境澶у埄浜�锛岄枊鐧�(f膩)鍟嗚偂鍍瑰ぇ骞呬笂婕诧紝“鎰涘湅鑰�”灏�(d菐o)褰堢櫦(f膩)灏勯�etals鑲″児涓婃疾6%锛學ildcat Resources涓婃疾5.8%锛孲ayona Mining涓婃疾7.7%銆�
Pilbara Minerals鏄境澶у埄浜炲仛绌烘渶鍤撮噸鐨勮偂绁�锛屽洜鐐烘姇璩囪�呭皣鍏惰鐐洪浕鍕曟苯杌婇渶姹傛斁绶╃殑浠ｈ〃銆�
鐟為妧(UBS)鍒嗘瀽甯媺鍏嬭槶•鑲�(Lachlan Shaw)琛ㄧず锛屾槬绡�(ji茅)鍋囨湡鏈熼枔锛屼腑鍦嬪伐寤犻棞(gu膩n)闁夋垨鍋滃伐鐨勬儏娉佸苟涓嶇綍瑕嬨��
鑲栬:“濡傛灉璀夊鍔嶄繝婀栧凡缍�(j墨ng)闂�(gu膩n)闁�锛岃�屼笖闂�(gu膩n)闁夋槸鍑轰簬缍�(j墨ng)婵熷師鍥狅紝鑰屼笉鏄偤浜嗕腑鍦嬫柊骞磋�屾毇鏅傞棞(gu膩n)闁�锛岄�欐槸鎴戝�戞鍦ㄥ皨鎵剧殑蹇呰鐨勫競鍫村啀骞宠 鐨勯噸瑕佷竴姝�銆�”
“涓�鍊嬮棞(gu膩n)閸靛晱椤屾槸锛岀暥(d膩ng)閶板児鏍兼帴杩戠憺閵�鎵�鐞嗚В鐨勭泩铏у钩琛℃按骞虫檪锛岄�欏蹇�熷闀风殑鍏ㄧ悆鏈�澶ч浕姹犲埗閫犲晢鐐轰粈涔堟渻闂�(gu膩n)闁夊叾瀹屽叏鏁村悎鐨勯嫲绀�銆�”
|